HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-28
427
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-114
428
$0 ﹤0.01%
6
-196
429
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430
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431
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432
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$0 ﹤0.01%
8
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434
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435
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436
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0
439
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-3,637
440
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441
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0
442
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-35,221
443
$0 ﹤0.01%
100
-100
444
– –
-1,724
445
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446
$0 ﹤0.01%
24
447
– –
-15
448
– –
-24
14 15 16 17
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